"Concerns about a slowdown in the Irish economy resulted in a significant derating in the valuation of Irish stocks – in excess of that experienced across wider
European markets. This has created a number of very attractive investment
opportunities in the Irish market for 2019, including

"Concerns about a slowdown in the Irish economy resulted in a significant derating in the valuation of Irish stocks – in excess of that experienced across wider
European markets. This has created a number of very attractive investment
opportunities in the Irish market for 2019, including

Note - Political uncertainty in the UK will continue to drive asset price volatility until Brexit is resolved"

*All these companies are buying various services from Davy so advice should be taken with pinch of salt :-)

3 of these are in my portfolio as it is.

BOI fell around 30% in value last year so I can see why it might be a nice time to buy them but think brexit will be an issue here as i understand they have large exposure in the UK.

Applegreen finished the year up 10% but had a fall from 6.62 a share when they came back post merger (28 september) to finish the year on 6 a share.

Green fell 13.57% last year not the worst of the REITs Hiberna fell 18%. Think Green have some building due to finish this year and next i would see them as value but as a hold share for the next few years.

Yesterday was great for VKTX and VSTM ....need a few more days like that, to try to get back into the green.

Whats happening with A40 ? is it offically trading yet on the ASX ?

I’d suggest you change the thread title to something like ‘betting on penny stocks’ or ‘trading on the kerb’ as that is what this is.

Put your money in this kind of crap and that is exactly where you will end up in the long term - in the red. Your stocks have no history, are easily manipulated and in the event of one doing well it can easily be acquired before you get full value. And of course even when one does do well it will do little to advance your wealth as you will have too many other penny stocks in the portfolio to consume the gain.

NOK, was $5.57 at close 03/01 (no current holdings, currently trading in an upwards channel with strong prospects, particularly in 5G space), looking for an entry around $5.40)

MU was $31.00 at close 03/01 (bought some at xmas at $29.01) - long term hold, memory prices low and expected to remain until second half this year, 3D XPoint looks very interesting. Market may have oversold to current levels. $31 area held strongly yesterday despite AAPL (which is a major customer) approx 10% fall.

UNFI was $11.00 at close 03/01, previously bought at $9.98 and sold (mistakenly) at $10.35, looking for reentry on this (technical analysis based), monitoring, may to have bottomed out as massive volume spike at last drop, fundamentals look solid seems to have be wildly oversold (IMO)

CLF ($7.63 at close 03/01), TA shows it trading in a downward channel since September however that channel is close to the longer term upward trend line (since 2016), Trump's dealings with China may well have a big bearing on it, from a TA point of view its interesting to watch.

Overall a lot will depend on the orange faced one's antics this year of course.

Last edited by Supercell; 04-01-2019 at 12:01.
Reason: Added reasonings and current prices.

Fair play OP for starting the topic. I notice though that you aren't giving us the benefit of your own wisdom, leaving it to us other mugs to put our head on the block.

Yeah something like that.

Honestly, I'm sitting on my hands at present waiting for the dust to settle during this current bout of volatility. I have no particular stock picks...but these are my thoughts (distilled down from numerous sources, soo not just me looking at tea leaves) on the market in general.

Short term (between now and end of March) I think this might be a decent period of buying opportunites as I think when any kind of white smoke on a trade deal between US/China appears we will see big gains on US indices. A deal WILL be done and probably inside 6 months.

Also some kind of a fudge deal on Brexit will be made (even if the fudge is basically, the whole thing being postponed) which will see a serious bounce on FTSE & ISEQ (Mar/Apr)

Long term though (6+ months) , I would worry that stock markets in general are overpriced and will fall back to probably finish 2019 somewhere around where they are today or maybe a few % lower.

Instead of giving recommendations these are my most recent buy/sell transactions (in Month of December). Read into them what you will I basically took profits (in the case of Aryzta & Malin accepted the loss) and re-invested into what I deemed to be better value companies with good dividend cover or oversold.

Sold these

Aryzta iseq
Glanbia iseq
Malin iseq
Albemarle nyse

And bought these

Abbey iseq
Dalata iseq
Smurfit iseq
Mondi ftse
Aviva ftse

And lo and behold all my recent purchases are nicely in the green as of COB today which is a pleasant change

"Concerns about a slowdown in the Irish economy resulted in a significant derating in the valuation of Irish stocks – in excess of that experienced across wider
European markets. This has created a number of very attractive investment
opportunities in the Irish market for 2019, including

Note - Political uncertainty in the UK will continue to drive asset price volatility until Brexit is resolved"

*All these companies are buying various services from Davy so advice should be taken with pinch of salt :-)

Glenveagh published today that they now have a landbank capable of delivering 11,850 units but they plan on building 725 in 2019, which is almost triple the 275 sales completed in 2018. Am I the only one that finds the amount of land they are taking on daft compared with the delivery of units? And that's assuming they are able to deliver the 725 units in 2019.